Parsifal Capital Management, LP In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Parsifal Capital Management, LP reported 16 stock positions worth $1.2 billion . Its top holding was Albertsons Cos Class A (ACI) at 16.7% of the portfolio, followed by Hilton Grand Vacations (HGV, 11.3% ) and Sharkninja (SN, 9.5% ). Compared with Q3 2024, it opened 2 new positions, added to 5 and reduced 9. The biggest buy was Albertsons Cos Class A (ACI, shares +19% ) and the biggest sale Brightstar Lottery (BRSL, shares −88% ).
Location GREENWICH, CT
CIK 0001776090
Portfolio Value $1.2B (Q4 2024) Holdings 16 stocks · $1.2B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 ACI Albertsons Cos Inc. Class A 10,204,862 $200.4M Add +19.4% HGV Hilton Grand Vacations Inc. 3,475,861 $135.4M Add +1.8% SN Sharkninja Inc. 1,170,800 $114.0M Reduce -10.4% MMM 3M Co. 829,886 $107.1M Add +1.2% CLX Clorox Company 651,154 $105.8M Reduce -6.2% TEVA Teva Pharmaceutical-SP ADR 4,372,001 $96.4M Reduce -29.9% ATMU Atmus Filtration Technologie 2,181,694 $85.5M Reduce -19.8% CORZ Core Scientific Inc. 5,615,199 $78.9M Add +3.7% GMED Globus Medical Inc. Class A 830,403 $68.7M Reduce -38.5% NTNX Nutanix Inc. Class A 763,728 $46.7M Reduce -29.0% WDC Western Digital Corp. 680,000 $40.5M Reduce -25.1% AVPT Avepoint Inc. 2,205,900 $36.4M New UNH Unitedhealth Group Inc. 63,900 $32.3M Add +76.5% LOPE Grand Canyon Education Inc. 160,186 $26.2M New CI The Cigna Group 64,380 $17.8M Reduce -53.0% BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 394,649 $7.0M Reduce -87.8%
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ BRSL Brightstar Lottery PLC Reduce -87.8% 0.58% −4.76 CI The Cigna Group Reduce -53.0% 1.48% −2.20 GMED Globus Medical Inc. Class A Reduce -38.5% 5.73% −1.78 SN Sharkninja Inc. Reduce -10.4% 9.51% −1.53 WDC Western Digital Corp. Reduce -25.1% 3.38% −1.44 NTNX Nutanix Inc. Class A Reduce -29.0% 3.90% −1.05 ATMU Atmus Filtration Technologie Reduce -19.8% 7.13% −0.80 TEVA Teva Pharmaceutical-SP ADR Reduce -29.9% 8.04% −0.69 CLX Clorox Company Reduce -6.2% 8.82% +0.04
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ ACI Albertsons Cos Inc. Class A Add +19.4% 16.71% +4.45 AVPT Avepoint Inc. New 3.04% +3.04 LOPE Grand Canyon Education Inc. New 2.19% +2.19 HGV Hilton Grand Vacations Inc. Add +1.8% 11.29% +1.66 CORZ Core Scientific Inc. Add +3.7% 6.58% +1.59 UNH Unitedhealth Group Inc. Add +76.5% 2.70% +1.05 MMM 3M Co. Add +1.2% 8.93% +0.23
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ HUM Humana Inc. call Sold out 550,000 $174.2Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $816.5M COMP, HGV, SN, AXTA, AKAM Q1 2026 17 $774.6M COMP, HGV, SN, AKAM, AXTA Q4 2025 15 $992.6M SN, HGV, GMED, TEVA, GXO Q3 2025 16 $1.1B AVPT, ACI, SN, DLTR, HGV Q2 2025 13 $1.0B ACI, DLTR, MMM, SN, HGV Q1 2025 15 $956.2M ACI, HGV, MMM, SN, AVPT Q4 2024 16 $1.2B ACI, HGV, SN, MMM, CLX Q3 2024 14 $1.3B ACI, SN, HGV, CLX, TEVA Q2 2024 18 $1.4B SN, HGV, ACI, CLX, TEVA Q1 2024 19 $1.4B SN, HGV, ACI, CLX, BRSL